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Colonial River Investments’s State Street SPDR S&P 400 Mid Cap Growth ETF MDYG Stock Holding History

Colonial River Investments’s Portfolio MDYG Stock Details MDYG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-13,334
Closed -$1.16M – 172
2024
Q1 		$1.16M Buy
+13,334
New +$1.06M 0.66% 43

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Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
NP
NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PPW
Parcion Private Wealth Bellevue, Washington $1.61B AUM 31.08% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
FWP
FAS Wealth Partners Leawood, Kansas $1.61B AUM 19.97% 1-Year Est. Return
CI
Chartist Inc Seal Beach, California $139M AUM

Colonial River Investments's MDYG Position: Q2 2024 in Review

Colonial River Investments sold out of State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) in Q2 2024, closing a stake of 13,334 shares — an estimated $1.16M sold.

Colonial River Investments first reported a position in MDYG in Q1 2024 and held it in 1 quarter. The position peaked at $1.16M in Q1 2024. 364 funds tracked by Wall St. Rank hold MDYG as of Q2 2024.

  • Colonial River Investments reported no remaining State Street SPDR S&P 400 Mid Cap Growth ETF position as of Q2 2024 after selling out during the quarter.
  • Colonial River Investments sold 13,334 State Street SPDR S&P 400 Mid Cap Growth ETF shares in Q2 2024, an estimated $1.16M.
  • Colonial River Investments first reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF in Q1 2024 and held it in 1 quarter.
  • Colonial River Investments's State Street SPDR S&P 400 Mid Cap Growth ETF position peaked at $1.16M in Q1 2024.
  • 364 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Growth ETF as of Q2 2024.

Based on Colonial River Investments's 13F filing for Q2 2024, filed 22 Jul 2024.